Robert Nicholas (CRD# 4152937) is an Investment Advisor Representative working at Pinnacle Investments, LLC in Canton, OH and has over 19 years of experience in the finance industry.
CRD# 1349069
Mml Investors Services, LLC
CRD# 1070075
Lpl Financial LLC
CRD# 5881829
Northwestern Mutual Investment Services,llc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pinnacle Investments, LLC | Mansfield, MA | Jun 2019 - Current | 4 |
| Essex Securities LLC | Danvers, MA | Jan 2005 - Jun 2019 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2009 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2005 |
- OH
-
Total Assets Under Management965MILLIONS
-
Total Number of Accounts2,797ACCOUNTS
-
Average Account Value$344,973
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
RI
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